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Technology Stocks : Dell Technologies Inc.

DELL 126.42

+2.8%

Dec 19 9:30 AM EST

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To: kemble s. matter who wrote (28303)	1/23/1998 7:16:00 PM
From: Patrick E.McDaniel	Read Replies (1) of 176387

Kemble, the .90 estimate for Dell may be low. Gateway experienced 37% sequential growth in unit sales. I don't know if the UPS strike in the 3rd quarter shifted some shipments to the 4th quarter or if they just did very well this quarter. Dell has a history of doing even better than Compaq and Gateway in revenue/unit growth so if that pattern holds this quarter watch out! :o)

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